Salesforce Partner User Role Names and Partner User creation

2K views May 31, 2022

When you enable the first Salesforce external user on a Partner Account record, a user Role Hierarchy gets created for that Account record. The new role hierarchy rolls up to the account owner. The three roles in this role hierarchy are Partner User, Partner Manager, and Partner Executive. When you create contacts on the Partner Account and convert them to external users, assign one of these roles to them.

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